The Hartford International Opportunities Fund Class R3

Frequently Asked Questions About IHORX

What does IHORX invest in?

This fund aims for significant capital appreciation over an extended period. It typically allocates at least 65% of its total assets to stocks of non-U.S. companies, encompassing those denominated in foreign currencies. Investments in firms situated in developing markets are permitted, capped at the higher of either 25% of its net assets or the current proportion of emerging markets within the MSCI All Country World (ACWI) ex USA Index augmented by 10%.

What is the expense ratio of IHORX?

The Hartford International Opportunities Fund Class R3 (IHORX) charges an expense ratio of 1.41%. This is the annual fee deducted from fund assets to cover management and operations.

How big is IHORX?

The Hartford International Opportunities Fund Class R3 (IHORX) manages $3.90B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is IHORX actively managed or an index fund?

IHORX is a passive index fund. It tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (IHORX's is 1.41%) because there's no security selection cost.

When was IHORX launched?

The Hartford International Opportunities Fund Class R3 (IHORX) launched in December 2006 and is managed by Hartford.

How has IHORX performed?

IHORX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.